安世荷兰反悔了?污蔑中企并拒绝对话,还想偷偷往马来西亚转移产能
Sou Hu Cai Jing·2025-11-29 04:17

Group 1 - The conflict between ASML's Dutch and Chinese subsidiaries highlights the challenges of supply chain stability amid geopolitical complexities [1][3] - The Chinese Ministry of Commerce expressed appreciation for efforts to resolve the ASML issue, indicating a willingness for cooperation between China and the EU [1] - ASML Netherlands accused China of failing to communicate, which was countered by ASML China stating that communication channels were always open [3] Group 2 - ASML Netherlands has been accused of not only failing to supply necessary wafers on time but also of delaying payments, impacting the operations of Chinese companies [3] - The transfer of production capacity to Malaysia by ASML Netherlands raises concerns for China, as it aligns with U.S. strategies to limit China's semiconductor industry [3][5] - The semiconductor market has become a focal point in the tech war between the U.S. and China, with the U.S. employing various methods to restrict China's high-tech industry [5] Group 3 - China needs to enhance diplomatic communication with Southeast Asian countries to diversify its supply chain and reduce dependency on single sources [5] - Increased investment and support for the semiconductor industry in China are necessary to improve self-research capabilities and achieve technological self-sufficiency [5] - The ASML incident serves as a reminder for companies to maintain a long-term strategic vision while navigating short-term economic interests [5][7]